Ballast Rock Private Wealth

Ballast Rock Private Wealth (CRD# 322064) is a financial advisory firm headquartered in Charleston, SC. They manage $170,558,268 in 407 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
460 King Street, Suite 200, Charleston, SC 29403
https://www.linkedin.com/company/ballast-rock-private-wealth/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $419,062
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NY, SC, TX, WA

Financial Advisors at Ballast Rock Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Scott McClatchey, financial advisor Carlsbad CA
Scott A. McClatchey
CRD#: 5116709
Carlsbad, CA

Scott McClatchey (CRD# 5116709) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Carlsbad, CA and has over 18 years of experience in the finance industry.

2
Jason Thonssen, financial advisor Kirkland WA
Jason M. Thonssen
CRD#: 6920088
Kirkland, WA

Jason Thonssen (CRD# 6920088) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Kirkland, WA and has over 6 years of experience in the finance industry.

3
Christian Salomone, financial advisor Charleston SC
Christian D. Salomone
CRD#: 3110535
460 King Street, Suite 200, Charleston, SC 29403

Christian Salomone (CRD# 3110535) is an Investment Advisor Representative working at Ballast Rock Private Wealth in Charleston, SC and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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